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| Happy Holidays!! thanks for using AUM13F!! |
| Cary Street Partners Investment Advisory LLC
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| CRD # | 128545 |
| SEC # | 801-64239 |
| CIK # | 0001766904 |
| AUM | $8.3 B (2025-06-27) |
| Employees | 166 (49% Investors, 47% Brokers) |
| Phone | 804-340-8100 |
| Address | 901 East Byrd Street Richmond, VA 23219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Jefferson Global Growth Fund Ltd | 2013-04-01 | 7.8 | |
| HF | Jefferson Global Growth Fund LP | [2012-03-30] | 52.5 | 24.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,784 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,760 | 5.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 194 | 0.7 |
| (h) Charitable organizations | 49 | 0.1 |
| (i) State or municipal government entities | 2 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 59 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 13,853 | 8.3 |
| By Discretionary | ||
| Discretionary | 7,674 | 5.5 |
| Non-Discretionary | 6,179 | 2.8 |
| Total | 13,853 | 8.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.2 | |
| Total | 13,853 | 8.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| James Thomas | 28 | |||
| Douglas Stewart | 24 | |||
| Palmer Garson | 7 | |||
| Joseph Brower | 6 | |||
| Thomas Tullidge | 6 | |||
| Mark Gambill | 6 | |||
| Kip Caffey | 5 | |||
| Timothy Leath | 4 | |||
| Marshall Acuff | 3 | |||
| None Cary Street Partners Holdings LLC | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766904] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Cary Street Partners Investment Advisory LLC
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|
VA | 8.3 |
|
Cary Street Partners Asset Management LLC
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|
VA | 1.5 |
|
Tradition Asset Management LLC
✚
|
VA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Freestone Capital Management LLC
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|
WA | 11.5 |
|
Bradley Foster & Sargent Inc
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|
CT | 8.6 |
|
ACR Alpine Capital Research LLC
✚
|
MO | 8.5 |
|
Ingalls & Snyder LLC
✚
|
NY | 6.9 |
|
Bailard Inc
✚
|
CA | 6.5 |
|
Wainwright Investment Counsel LLC
✚
|
MA | 5.5 |
|
Fenimore Asset Management Inc
✚
|
NY | 5.4 |
|
MGO One Seven LLC
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|
OH | 4.8 |
|
Baker Avenue Asset Management LP
✚
|
CA | 3.8 |
|
GM Advisory Group LLC
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|
NY | 3.7 |